Legal
Updated 6 Aug 2026
Privacy policy
Tax work needs a lot of personal information. Here is exactly what we hold, why we hold it, and what you can ask us to do with it.
The short version
We collect what we need to advise you and file for you, and nothing beyond it. Most of it comes from you; the rest is what HMRC requires us to hold.
We do not sell your data or share it for anyone else’s marketing. You can ask to see it, correct it, or have it deleted and we will answer within a month, without asking why.
Section 01
Who we are
Global Tax Consulting Ltd is the data controller for the information described here.
Controller
Global Tax Consulting
Registered office UK
Hartlepool Enterprise Centre, Brougham Terrace, TS24 8EY
Registered office Singapore
160 Robinson Road, #14–04, Singapore Business Federation Center
Data enquiries
hello@globaltaxconsulting.co.uk
This policy explains what personal data we collect when you use our website or become a client, why we collect it, and what you can ask us to do with it.
Section 02
What we collect
Broadly three things: what you tell us, what your tax affairs require, and how you use the site.
Information you give us
Name, email address, phone number and the country you live in
Details of your situation submitted through a quote or contact form
Anything you send us by email or upload to the client portal
Information we need to do the work
National Insurance number, UTR and other HMRC references
Income, employment, property, pension and investment details
Travel dates and day counts, where residence is in question
Identity documents, as required by anti-money-laundering rules
Information collected automatically
Pages visited, time on page and referring source, in aggregate
Device and browser type, and approximate location from your IP address
Please do not send more than we need
Tax work needs a lot of personal detail, but not everything. If you are unsure whether to send a document, ask us first — we would rather not hold data we have no use for.
Section 03
Why we use it, and our legal basis
Every use has a lawful basis. Most of it is simply performing the work you have engaged us to do.
What we do
Lawful basis
Provide the tax services you have asked for
Contract
Respond to an enquiry or quote request
Legitimate interests
Verify identity under anti-money-laundering rules
Legal obligation
Keep records HMRC or our regulator may require
Legal obligation
Improve the website and understand what is read
Consent
Send updates you have asked to receive
Consent
Where we rely on consent, you can withdraw it at any time without affecting anything we did before you withdrew it.
Section 05
Sending data outside the UK
Some of our suppliers are based overseas. Where that happens, safeguards apply.
We operate from the UK and Singapore, and some of the services we use store data outside the UK. Where personal data is transferred internationally, we rely on adequacy regulations or on standard contractual clauses that require the recipient to protect it to UK standards.
You can ask us for details of the safeguards in place for any particular transfer.
Section 06
How long we keep it
Long enough to do the work and meet our obligations, then no longer.
Record type
Kept for
Client files and tax working papers
At least 6 years after the engagement ends
Anti-money-laundering identity records
5 years after the relationship ends
Enquiries that do not become engagements
Up to 12 months
Marketing preferences
Until you withdraw consent
The six-year period reflects how far back HMRC can generally raise assessments, so keeping the papers protects you as much as us.
Section 07
How we keep it safe
Encrypted transfer, a secure portal, and access limited to the people doing your work.
Documents are exchanged through an encrypted client portal rather than email attachments
Access is limited to the advisors working on your file
Accounts are protected by multi-factor authentication
Suppliers are assessed before we use them, and bound by written terms
No system is perfect. If a breach ever occurred that was likely to risk your rights, we would tell you and the Information Commissioner within the required timeframes.
Section 08
Your rights
Under UK data protection law you have eight rights. You can exercise any of them by emailing us.
Be informed
Know what we hold and what we do with it — this policy is part of that.
Access
Ask for a copy of the personal data we hold about you.
Rectification
Have anything inaccurate corrected, or anything incomplete completed.
Erasure
Ask us to delete data, where we have no legal reason to keep it.
Restrict processing
Ask us to pause using your data while something is resolved.
Data portability
Receive your data in a portable format, or have it sent elsewhere.
Object
Object to processing based on legitimate interests, including marketing.
Withdraw consent
Withdraw consent at any time, where consent is what we relied on.
We respond to requests within one month. There is no charge, and we will never ask why you are asking.
Section 09
Cookies
Covered in full in our separate cookies policy, including how to change your preferences.
Our website uses a small number of cookies, and only the strictly necessary ones are set without your agreement. Our cookies policy lists each one, what it does and how long it lasts, and lets you change your choices at any time.
Section 10
Changes and complaints
We update this page when our practices change — and if you are unhappy, you can go above us.
We review this policy periodically and will update the review date below whenever it changes. Material changes will be flagged to clients directly.
If you are unhappy with how we have handled your data, please tell us first so we can put it right. You also have the right to complain to the Information Commissioner’s Office at ico.org.uk, or to the relevant supervisory authority in the country where you live.
Section 11
Contact us
One email address for anything to do with your data.
For any request, question or concern about your personal data, email hello@globaltaxconsulting.co.uk. Please tell us what you would like us to do, and we will confirm receipt and come back to you within one month.
Last reviewed 6 August 2026 · Global Tax Consulting